IAVTX Mutual Fund

IAVTX Mutual Fund

NAV$15.90
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.53%
3 Months
+14.95%
6 Months
+11.21%
YTD
+10.56%
1 Year
+20.86%
3 Years (annualized)
+17.48%
5 Years (annualized)
+9.10%
10 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAVTX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+10.56%
Peer Avg (YTD)
+6.73%
vs Peers
+3.83%

IAVTX Mutual Fund Performance

IAVTX performance across multiple time periods: 1-month 0.53%, YTD 10.56%, 1-year 20.86%, 3-year 17.48%, 5-year 9.10%, 10-year 11.29%.

IAVTX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

IAVTX performance comparison shows side-by-side returns with another fund. IAVTX alternatives are available in the Mutual Fund Screener.